Funds holding Popular Inc
526 funds declare a position · 124 ETFs and 402 other funds · 3.7B $ · PR7331747001
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,090,597 | 280.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,521,765 | 204.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 1,187,813 | 159.4M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 969,055 | 130M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 888,602 | 119.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 733,147 | 98.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 590,007 | 88.7M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 510,826 | 69.1M $ | 2.38 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 450,528 | 67.7M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 477,447 | 64.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 465,465 | 62.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 401,102 | 60.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 419,137 | 56.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 419,091 | 56.2M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 362,731 | 54.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 388,746 | 52.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 386,034 | 51.8M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 347,628 | 47.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 323,607 | 43.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 284,065 | 42.7M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 254,218 | 38.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 272,099 | 36.8M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 238,661 | 35.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 245,799 | 33M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 232,077 | 31.4M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 229,600 | 31.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 216,791 | 29.1M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 186,672 | 28.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 181,626 | 27.3M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 200,226 | 26.9M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 175,791 | 26.4M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 180,018 | 24.4M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 160,948 | 24.2M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 154,340 | 23.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 168,867 | 22.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 151,172 | 22.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 143,421 | 21.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 157,594 | 21.1M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 153,360 | 20.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 133,258 | 20M $ | 2.29 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 131,651 | 19.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 130,792 | 19.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 143,298 | 19.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 137,200 | 18.6M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 136,849 | 18.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,772 | 18.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 121,157 | 18.2M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 133,521 | 17.9M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 115,872 | 17.4M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 128,995 | 17.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 126,274 | 16.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 124,559 | 16.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 106,736 | 16M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 112,940 | 15.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 110,500 | 14.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 107,297 | 14.4M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 102,504 | 13.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 101,029 | 13.7M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 101,087 | 13.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 98,653 | 13.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 98,918 | 13.3M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 92,200 | 12.5M $ | 2.75 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 92,600 | 12.4M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 88,129 | 11.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 86,600 | 11.7M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 83,784 | 11.3M $ | 2.84 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 84,277 | 11.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 82,447 | 11.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 81,443 | 10.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 71,269 | 10.7M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 79,000 | 10.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura U.S. Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 78,464 | 10.5M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 69,469 | 10.4M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 68,817 | 10.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 75,362 | 10.1M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 71,080 | 9.5M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 70,127 | 9.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 70,000 | 9.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 62,164 | 9.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 69,603 | 9.3M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 59,109 | 8.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 58,758 | 8.8M $ | 3.29 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 57,879 | 8.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 57,449 | 8.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 63,708 | 8.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 63,600 | 8.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 55,405 | 8.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 60,952 | 8.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| POLARIS GLOBAL VALUE FUND FORUM FUNDS | 61,300 | 8.2M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 54,294 | 8.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 59,803 | 8.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 59,994 | 8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 52,349 | 7.9M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 50,771 | 7.6M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC | 49,018 | 7.4M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 52,483 | 7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 52,336 | 7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 51,936 | 7M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| SA MFS Large Cap Growth Portfolio SUNAMERICA SERIES TRUST | 46,108 | 6.9M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 51,421 | 6.9M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 50,321 | 6.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 49,727 | 6.7M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 49,565 | 6.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 48,889 | 6.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 42,000 | 6.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 47,019 | 6.3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 47,000 | 6.3M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 46,976 | 6.3M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 46,017 | 6.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,246 | 5.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 43,739 | 5.9M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 38,925 | 5.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 41,855 | 5.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 37,300 | 5.6M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 37,042 | 5.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 40,937 | 5.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 40,693 | 5.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 35,788 | 5.4M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 35,643 | 5.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 35,263 | 5.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 39,122 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 38,744 | 5.2M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 38,580 | 5.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST | 34,735 | 5.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 34,321 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Disciplined Growth Fund Columbia Funds Series Trust II | 34,217 | 5.1M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 37,881 | 5.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Growth Equity Fund MFS SERIES TRUST X | 36,984 | 5M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 37,184 | 5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 36,679 | 4.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 35,811 | 4.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 35,223 | 4.8M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 35,159 | 4.8M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,941 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 31,100 | 4.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 32,103 | 4.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 31,546 | 4.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 31,633 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 27,844 | 4.2M $ | 2.87 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Trust John Hancock Variable Insurance Trust | 30,937 | 4.2M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 29,980 | 4M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 29,700 | 4M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,671 | 4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 29,726 | 4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 29,556 | 4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,080 | 3.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 25,859 | 3.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 28,447 | 3.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 28,332 | 3.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 27,800 | 3.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Victory Diversified Stock Fund Victory Portfolios | 27,486 | 3.7M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 24,289 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 23,857 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 26,593 | 3.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,133 | 3.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,074 | 3.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 25,635 | 3.4M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,500 | 3.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 22,709 | 3.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 25,400 | 3.4M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Columbia Disciplined Value Fund Columbia Funds Series Trust II | 22,322 | 3.4M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 24,400 | 3.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 24,064 | 3.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 23,951 | 3.2M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 23,542 | 3.2M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Putnam Small Cap Value Fund Putnam Investment Funds | 23,200 | 3.1M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 23,295 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 20,778 | 3.1M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 20,541 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 20,532 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 22,910 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,296 | 3.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Victory Capital Growth Fund Victory Portfolios III | 20,189 | 3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| MFS Diversified Income Fund MFS Series Trust XIII | 22,298 | 3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 19,635 | 3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 19,433 | 2.9M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 19,422 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 19,411 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 21,586 | 2.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 21,046 | 2.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | 20,793 | 2.8M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 18,274 | 2.7M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 18,177 | 2.7M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 20,143 | 2.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 20,300 | 2.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 20,109 | 2.7M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 20,042 | 2.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,588 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 17,475 | 2.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 19,444 | 2.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Multifactor ETF Fidelity Covington Trust | 16,247 | 2.4M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 18,129 | 2.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 18,019 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 17,974 | 2.4M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,010 | 2.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Steward Large Cap Growth Fund Steward Funds Inc | 16,000 | 2.4M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 15,900 | 2.4M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 17,763 | 2.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 15,246 | 2.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 16,983 | 2.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |